What does this section cover?

When to use Change Subscriber Account - Change Subscriber

In CRM.COM in order to be able to create a new Subscription, then the subscription needs to be related to an /wiki/spaces/V4Manual/pages/9831804. If you would like to change the owner of the subscription then you have the option to change the account owning the subscription to an account of a different subscriber.

Additionally you have the option to create a new account for the subscriber you are moving the subscription to.

The specific action/classification cannot be used in any of the following cases:

1. Change to an Accounts Receivable of the same custome
   Visit Change Subscriber Account - Same Subscriber for more information 

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Change Subscriber Account - Change Subscriber Information

Action can be scheduled
Behavior Code	CHANGESUBRIBERACCOUNT
Business Classification Code	CHANGESUBSCRIBER

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Restrictions & Validations

Executing Change Subscriber Account - Change Subscriber

1. Navigate to BILLING APPLICATION > BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONS
2. Search for the Subscription you are looking for, using the criteria section
3. Click on the Subscription number to go to the Data Entry page of the subscription
4. On the left hand side of the screen you can see the ACTION PANEL
5. Click on Subscription Related Actions to expand 
6. Find the action you would like to execute and click on the link to open the action details in a modal window
   

7. CONTACT INFORMATION

   1. Classification: Select: CHANGE SUBSCRIBER
      

      Include Page
      Select between new or existing Contact Information via another entity - Global Select between new or existing Contact Information via another entity - Global

8. ACCOUNTS RECEIVABLE

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   Defining Accounts Receivable - Global Defining Accounts Receivable - Global

9. BILLING ADDRESS

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   Defining Billing Address - Global Defining Billing Address - Global

10. SUBSCRIPTION ADDRESSES

    Include Page
    Defining Subscription Addresses - Global Defining Subscription Addresses - Global

11. PREVIEW & ACTION PANEL

    1. EXISTING SUBSCRIPTION SERVICES

       1.  Provides an overview of the existing subscription services 

    2. EXISTING SUBSCRIPTION INSTALLED ITEMS

       1. Provides an overview of the existing subscription installed items

    3. UNSETTLED BILLS

       1. Provides an overview of any Bills related to the subscription and have not yet been settled

12. SUBSCRIPTION ACTION DETAILS

    1. Classifications: Select Action Classification, which essentially is the business classification code for actions that for the same behavior code have multiple business classification

    2. Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific behaviour code
    3. Sub Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific business classification code
       Classification, Action Type and Sub Action type are visible only if applicable
    4. Performed By User : Search and add the user that logs the action 
       If you leave empty then the Logged in user will be set

    5. Performed Date: Click on the calendar icon and select date and time

13. Click on SUBMIT
    Action will be validated as provided in the section below and submitted if validations are passed

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System Processing

Once the action is submitted the following changes will be carried out by the system:

• Create a new accounts receivable (if new is specified)
• Create contact information (if new is specified)
• Change the account receivable related with specified subscription to the new account receivable
• Creates or update billing address
• Creates or updates subscription location